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What Should I Do With My Money?

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What Should I Do With My Money? podcast artwork

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Solidcore Founder Anne Mahlum Doesn’t Want to Die Rich 37:32

vor 18 Tagen37:32

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37:32

Anne Mahlum built and sold Solidcore, a national fitness empire — and now she’s asking what really matters. After achieving financial freedom following her $100M exit, she’s thinking deeply about what it means to live a rich life. From love and legacy to family, philanthropy and mentoring, she’s considering how to spend, give and structure her wealth to make an impact while she’s still alive. In this episode of What Should I Do with My Money? , host Jamie Roô brings Anne together with Victoria, a Morgan Stanley Financial Advisor, to explore values-based wealth planning, giving while living and how post-exit founders can reinvent their purpose for the next chapter of their life. For more information about this episode and the topics covered, check out our episode page and explore how you can connect with a Morgan Stanley Financial Advisor . DISCLOSURES The conversation in this podcast is solely intended as a case study between a client/prospective client with a Financial Advisor and is not intended to serve as individualized investment or financial advice. No portion should be construed as a recommendation to employ any of the guidance contained within this podcast. Each investor has their own unique facts and circumstances and must determine what is appropriate for their own situation. Participants in this podcast are not compensated and are not affiliated with Morgan Stanley. The views and opinions expressed in this material are those of the speaker, at the time of this writing and do not necessarily represent those of Morgan Stanley Smith Barney LLC, its affiliates or its other employees. Of course, these views may change without notice in response to changing circumstances and market conditions. Furthermore, this material may contain forward looking statements and there can be no guarantees that they will come to pass. The discussion of any securities in this material should not be construed as a solicitation to buy or sell such securities. Portfolio holdings are subject to change and there is no guarantee that any securities mentioned will be held in a client’s account. It should not be assumed that any securities transactions or holdings discussed were or will prove to be profitable. Historical data discussed represents past performance and does not guarantee comparable future results. The information and statistical data contained herein have been obtained from sources that are believed to be reliable but in no way are guaranteed by Morgan Stanley Smith Barney LLC as to accuracy or completeness. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters. Tax-loss harvesting: IRS rules stipulate that if a security is sold by an investor at a tax loss, the tax loss will not be currently usable if the investor has acquired (or has entered into a contract or option on) the same or substantially identical securities 30 days before or after the sale that generated the loss. This so-called "wash sale" rule is applied with respect to all of the investor's transactions across all accounts. Technology stocks may be especially volatile. Artificial intelligence (AI) is subject to limitations, and you should be aware that any output from an IA-supported tool or service made available by the Firm for your use is subject to such limitations, including but not limited to inaccuracy, incompleteness, or embedded bias. You should always verify the results of any AI-generated output. Because this strategy expects to hold a concentrated portfolio of a limited number of securities, a decline in the value of these investments would cause the portfolio's overall value to decline to a greater degree than that of a less concentrated portfolio. Equity securities may fluctuate in response to news on companies, industries, market conditions and general economic environment. Companies paying dividends can reduce or stop payouts at any time. Real estate investments are subject to special risks, including interest rate and property value fluctuations, as well as risks related to general and economic conditions. Private equity funds typically invest in securities, instruments, and assets that are not, and are not expected to become, publicly traded and therefore may require a substantial length of time to realize a return or fully liquidate. They typically have high management, performance and placement fees which can lower the returns achieved by investors. They are often speculative and include a high degree of risk. Investors can lose all or a substantial amount of their investment. They may be highly illiquid with significant lock-up periods and no secondary market, can engage in leverage and other speculative practices that may increase volatility and the risk of loss, and may be subject to large investment minimums. Any type of continuous or periodic investment plan does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, the investor should consider his/her financial ability to continue his/her purchases through periods of low price levels. Asset Allocation and diversification do not assure a profit or protect against loss in declining financial markets. Important information about your relationship with your Financial Advisor and Morgan Stanley Smith Barney LLC when using a Financial Planning tool. When your Financial Advisor prepares a Financial Plan, they will be acting in an investment advisory capacity with respect to the delivery of your Financial Plan. To understand the differences between brokerage and advisory relationships, you should consult your Financial Advisor, or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf You have sole responsibility for making all investment decisions with respect to the implementation of a Financial Plan. You may implement the Financial Plan at Morgan Stanley Smith Barney LLC or at another firm. If you engage or have engaged Morgan Stanley, it will act as your broker, unless you ask it, in writing, to act as your investment adviser on any particular account. The authored books discussed in this material do not constitute an endorsement, authorization, sponsorship by or affiliation with Morgan Stanley. Morgan Stanley has not reviewed the books for approval and is not responsible for the information contained therein. Bonds are subject to interest rate risk. When interest rates rise, bond prices fall; generally the longer a bond's maturity, the more sensitive it is to this risk. Bonds may also be subject to call risk, which is the risk that the issuer will redeem the debt at its option, fully or partially, before the scheduled maturity date. The market value of debt instruments may fluctuate, and proceeds from sales prior to maturity may be more or less than the amount originally invested or the maturity value due to changes in market conditions or changes in the credit quality of the issuer. Bonds are subject to the credit risk of the issuer. This is the risk that the issuer might be unable to make interest and/or principal payments on a timely basis. Bonds are also subject to reinvestment risk, which is the risk that principal and/or interest payments from a given investment may be reinvested at a lower interest rate. Banking products and services are provided by Morgan Stanley Private Bank, National Association, Member FDIC . Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking-related products and services. Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ©2025 Morgan Stanley Smith Barney LLC. Member SIPC. CRC# 4934812 (11/2025)…

Antioch Community Church in Minneapolis

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Inhalt bereitgestellt von Antioch Community Church in Minneapolis. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Antioch Community Church in Minneapolis oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Antioch Community Church in Minneapolis is a loving family inviting all people into the life-changing way of Jesus Christ

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15 Episoden

#Religion #Christianity #Antioch Community Church In Minneapolis #Guest Speakers

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Antioch Community Church in Minneapolis

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Inhalt bereitgestellt von Antioch Community Church in Minneapolis. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Antioch Community Church in Minneapolis oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Antioch Community Church in Minneapolis is a loving family inviting all people into the life-changing way of Jesus Christ

… continue reading

15 Episoden

#Religion #Christianity #Antioch Community Church In Minneapolis #Guest Speakers

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Antioch Community Church in Minneapolis

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Sermon: Mark: I’ve Seen This Before 31:30

vor 7 Tagen31:30

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31:30

[Mark 8:1-10] When you’ve already seen Jesus provide, why is it still so hard to trust Him to do it again?

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Antioch Community Church in Minneapolis

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Sermon: Mark: I’ve Seen the Power of Jesus 32:45

vor 14 Tagen32:45

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32:45

[Mark 7:31-37] What do you do when you’ve seen the power of Jesus?

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Antioch Community Church in Minneapolis

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Sermon: Acts: We Are the Church: Conflict in the Church 31:54

vor 28 Tagen31:54

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31:54

[Acts 12:25, 13:13, 15:36-41, Colossians 4:10, 2 Timothy 4:11] Even when believers experience sharp conflict, God’s grace can restore relationships and transform failure into faithfulness.

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Antioch Community Church in Minneapolis

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Sermon: Acts: We Are the Church: From Antioch to Antioch 41:14

vor 5 weeks41:14

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41:14

[Acts 11:19-30] 5 characters of a healthy church.

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Antioch Community Church in Minneapolis

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Sermon: Acts: We Are the Church: What Does This Mean 32:12

vor 6 weeks32:12

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32:12

[Acts 1:4 – 2:13] How does being the Church of Jesus not only inform how we live, but transform how we live?

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Antioch Community Church in Minneapolis

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Sermon: Mark: Enough For Everyone 33:28

vor 7 weeks33:28

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33:28

[Mark 7:24–30] Even a crumb of Jesus’ mercy is more than enough—His grace overflows beyond all boundaries to anyone with courageous faith.

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Antioch Community Church in Minneapolis

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Sermon: Mark: Clean Hands and Dirty Hearts 37:29

vor 8 weeks37:29

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37:29

[Mark 6:53–7:23] Jesus exposes the danger of outward religion by teaching that true defilement comes not from unwashed hands but from an unclean heart.

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Antioch Community Church in Minneapolis

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Sermon: Mark: Don’t Have a Hard Heart 34:55

vor 9 weeks34:55

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34:55

[Mark 6:45-52] We see that even in the storm, Jesus reveals His power and presence and calls us to trust Him instead of letting fear or doubt harden our hearts.

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Antioch Community Church in Minneapolis

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Sermon: Mark: A Satisfied Appetite 33:22

vor 10 weeks33:22

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33:22

[Mark 6:30-44] When we grieve, trust, and serve with Jesus, He deepens our faith and transforms our sense of “not enough” into the fullness of His provision.

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Antioch Community Church in Minneapolis

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Sermon: Mark: Standing Strong 36:44

vor 11 weeks36:44

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36:44

[Mark 6:14-29] God will sometimes use other people to speak to us.

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Antioch Community Church in Minneapolis

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Sermon: Mark: Facing Rejection 39:41

vor 12 weeks39:41

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39:41

[Mark 6:1-12] How should a Christian handle rejection?

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Antioch Community Church in Minneapolis

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Sermon: Forgiveness: A Key to Freedom in Christ 35:06

vor 13 weeks35:06

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35:06

[Matthew 18:21-25] Forgiveness: A Key to Freedom in Christ

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Antioch Community Church in Minneapolis

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Sermon: Mark: When All Hope Seems Lost 41:25

vor 14 weeks41:25

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41:25

[Mark 5:21-43] We see Jesus meet two hopeless situations with healing and new life, reminding us that He has the final word over every circumstance.

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Antioch Community Church in Minneapolis

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Sermon: Mark: Demons and Pigs: Jesus’ Supernatural Power 35:55

vor 15 weeks35:55

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35:55

[Mark 5:1-20] Jesus shows His power to free, restore, and send us out with new purpose.

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Antioch Community Church in Minneapolis

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Sermon: Mark: The Storm 34:33

vor 16 weeks34:33

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34:33

[Mark 4:35-41] Discover how life’s storms reveal Jesus’ unmatched power, presence, and trustworthiness.

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